✔️Summary:  In this interview, Byron shares his journey to founding his company CFOAF, which specializes in tax strategy and fractional CFO services. He explains his entrepreneurial background, driven by his realization that he was not suited to being an employee, leading him to start and run multiple businesses, some of which succeeded while others failed. His motivation to understand accounting and tax strategy emerged from his experiences with banks and the IRS, which influenced his business operations. Byron's company offers comprehensive CPA services, with a strong focus on tax strat ..read more

✔️Summary: In this episode, Cary Prejean, CEO of Strategic Business Advisors (fka CFO Consulting LLC), shares his journey from working in accounting to founding his own company. He observed a lack of financial literacy among small business owners, hindering their ability to interpret financial statements and make informed decisions. This insight prompted him to educate and assist small businesses, leading to the creation of his company. Cary's solution was to develop customizable financial dashboards on Excel, providing real-time actionable data for businesses. These dashboards enable owners ..read more

✔️Summary: I normally do not interview traders but I have to say - Anmol’s track record and his approach to investing are very impressive. In the beginning of the interview, Anmol Singh discusses his philosophy and approach to trading, emphasizing systematic decision-making based on technical analysis. Anmol advocates for a balanced approach, incorporating both short-term trading for income and long-term investing for wealth-building. He highlights the importance of aligning trading strategies with individual time commitments, personality types, and capital. Anmol also discusses the differe ..read more

✔️Summary: In this episode, I interviewed Scott De Long, a Ph.D. in education with a successful entrepreneurial background, who discusses his academic, business and life journey. Initially motivated to prove to his son that returning to school was feasible, he enjoyed the experience and pursued an Executive MBA at UC Berkeley. Later, he joined a leadership program at Chapman University, gaining new insights surrounded by diverse perspectives. Scott completed his doctorate at age 60 while running a telecommunications company. Scott recounts experiences in various ventures, from a pool cleanin ..read more

✔️Summary: In this episode, I interviewed Tony Steuer, who discusses his financial education method, the Get Ready Method. He emphasizes the importance of educating yourself about financial products, asking questions, and being curious. He also talks about the different types of insurance products and how to choose the right one for your needs. Tony discusses the importance of financial literacy and how his program helps people build it. Specifically, his program helps people build financial literacy by teaching them one simple action item each week. This makes it easy to build a habit of fi ..read more

✔️Summary: In this episode, I interviewed Nate Armstrong, a multifamily real estate investor, who discussed his background and experiences. He talked about his entry into real estate after working at Target, starting with small rental properties. Nate described a challenging development project that led to financial strain, bankruptcy, and eventual success. He advised against large projects initially, emphasizing the importance of learning from mistakes. Currently, Nate focuses on buying multifamily properties in Kentucky and Wisconsin, preferring off-market deals with favorable mortgage rat ..read more

✔️Summary: In this episode, I interviewed Shari, a virtual financial advisor, who talks about her background, experience, and approach in helping clients manage finances, especially focusing on millennials and those approaching retirement. Shari became a virtual advisor during the pandemic, finding that remote interactions were beneficial for clients’ comfort discussing finances. She highlights common financial challenges faced by clients, including issues with managing inheritance, taxes, retirement transitions, and unexpected windfalls. Shari's financial planning program addresses essentia ..read more

✔️Summary: In this episode, I interviewed Denise Thomas about navigating the complexities of higher education financing. Denise shares her personal journey of overcoming financial obstacles and ensuring her children could attend college without incurring debt. She emphasizes the societal expectations around college education, especially for families with college-educated parents or immigrant backgrounds, and challenges the notion that a college degree is mandatory for success. Denise reflects on her upbringing, unaware of her family's financial struggles, and the pivotal moment when she real ..read more

✔️Summary: In this episode, I interviewed Maja Križan, a finance teacher, who recounted her entry into financial education, spurred by the 2008 economic crisis. This experience, which involved significant financial loss and a diminished trust in financial advisors, led her to educate herself and others on effective money management and crisis preparedness. Maja highlighted the necessity of distinguishing wants from needs, the importance of effective budgeting, and the value of investing. As a working mother with a limited income, she learned the importance of prioritizing long-term financial g ..read more

✔️Summary: In this episode, I interviewed Sameera (Sam) Singh, a money mindset coach who started in this field due to personal financial struggles. She pursued multiple coaching certifications and developed her own methods and money personalities, which she plans to detail in an upcoming book. She defines "money mindset" as a combination of beliefs, feelings, and actions regarding money, emphasizing the importance of managing finances effectively. Sam addresses common limiting beliefs, particularly among women, such as hard work being necessary for wealth, fears of becoming a bad person with ..read more